CJ
CJ

Chad Johnson

21 Years of Experience
Ormond Beach, FL
Broker

Chad Johnson is a registered investment advisor at Morgan Stanley, based in Ormond Beach, FL, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

285 Clyde Morris Boulevard, Street 100, Ormond Beach, FL, 32174

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Chad is involved in several outside business activities, including Deacon Blackfire, LLC (real estate investment), SnifferCat Inc. (board member), Larry and Marianne Williams Family Foundation (executive committee), Peter's Sunset Lake LLC and P510 LLC (real estate), and FSUIPA, UK (council member). These activities require minimal time commitment outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2010 - Present · 15 yrs 9 mos
Morgan StanleyBroker
August 2010 - Present · 15 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2004 - June 2010 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2004 - June 2010 · 6 yrs 4 mos
State Registrations2 states
FLGA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Chad Johnson - Financial Advisor | TrueAdvisor